Adding Tax File Number to Payee after 28 Days

Where a payee has a tax type of PAYG the payee's Tax File Number (TFN) declaration must be recorded on their payee record before the payee record can be saved, if a Payee supplies their TFN after the 28 Day rule has been applied follow the steps below to enter. 

Step-by-step guide

  • Open the Payee record 
  • Add New Validity date to Payee record

  • Change Tax scale from 4a or 4b (this Tax scale is automatically selected once the 28 days has elapsed) to corresponding Tax Scale supplied from TFN Declaration

  • 'TFN Number:' field becomes available to enter TFN

  • Save

Once the above has been completed the No TFN Provided (28 day rule applied): flag will automatically unflag. 




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